Financial Services Consultants

Overview
Todays’ financial services industry is dynamic and fast-changing. Technology adoption, changes in consumer behavior and demographics, and political as well as social factors all pose challenges and opportunities for financial services firms and investors. At Graphite, we deliver access to the world’s leading independent financial services consultants, who help firms turn today’s challenges and opportunities into future transformation, growth and value.
Our experts call upon deep industry insights and experience to deliver strategic guidance, subject matter expertise, and timely services in strategy, business development, product and service innovation, operational transformation, regulatory analysis, sales and marketing, IT and more. Each has a background at a Big Three consulting firm or similar organization, and our talented professionals average 12 to 15 years of experience, with over 2,000 holding an MBA from a top 10 U.S. or international business school.
Key Possibilities

What our Experts do

Define winning strategies for accelerated growth
Identify new opportunities for growth and value
Help firms develop customer-centric business models
Drive organizational transformation and innovation
Develop new fintech products and services
Provide regulatory analysis and guidance
Optimize operational performance
Evaluate M&A opportunities and manage transactions
Provide finance, sales, marketing, HR and IT expertise
Fill key roles with experienced executives, managers and experts
Key Features

Capabilities

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Corporate Strategy
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Organizational Transformation
Operational Improvement
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Data Science and Analytics
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IT and Digital Advancement
Cost Reduction
Pricing Strategies
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Market Research
Due Diligence
M&A and Transaction Support
Post-Merger Integration
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Sales and Marketing
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Finance and Accounting
Risk Management & Compliance
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Interim Leadership and Support

Featured Profiles

Hristo
Senior finance, risk management and strategy executive with 25 years of experience in financial services and automotive.
Anita
Former PwC consultant and digital executive with 15+ years of project management, product management, strategy and operations experience.
David
15 years of marketing strategy and sales operations experience in pharmaceuticals and healthcare.
Corey
Accomplished and results-oriented financial services professional with 18+ years of experience and leadership.
Jed
MBA with background in private equity, financial services, startups, adtech and strategy consulting.
James
Financial planning and analysis professional with over a decade of experience in the financial services industry.
Maya
Former BCG consultant with over 6 years of experience in financial services, fintech and healthcare.
Paul
CFO and controller with experience in public and private high technology organizations.
Our Clients

Case Studies

Dollar Financial Corp, a leading international financial services company with over 1,000 employees, had an immediate need for a program manager to work on-site in Philadelphia, PA to help launch a new distribution channel with customized consumer lending products.

Through Graphite, Dollar Financial hired Per J., a former Deloitte consultant with over 12 years of program management experience, including development, rollouts, and assessing firm-wide strategic initiatives. According to Michael Mayer, Chief Risk Officer at Dollar Financial Group, Per was “a quick learner with a great attitude who delivered from day one. He was organized, thoughtful, and helped us manage our initiatives efficiently.
OpenDoor Trading (ODT), an early stage financial services platform, was looking for a cybersecurity expert to support the firm on an ongoing basis.

Through the Graphite network, ODT was quickly introduced to Eli D., a Harvard MBA and former McKinsey consultant with deep experience in cybersecurity, having spent years at McKinsey advising financial institutions on strategy and operations as well as launching his own cybersecurity firm. Eli proved to be the ideal candidate and provided key leadership and security insights for the ODT platform.
Genus plc, a British publicly traded producer of bovine genetics products, needed help developing an operational strategy implementation plan. To ensure success, Genus was looking for an experienced strategy consultant that could translate a strategy vision into an operational plan that included milestones, deliverables, an implementation structure, and buy-in from the broader organization.

Through Graphite, Genus was quickly introduced to Helen Q., an innovation and strategy consultant with prior experience at McKinsey. With a strong background and experience in innovation across the corporate world, Helen proved to be the ideal candidate and helped Genus organize and implement a high-level strategy that transformed the organization.

Why Graphite

Graphite connects you with highly vetted independent consultants for on-demand work. We offer access to over 6,000 experts with an average of 12 to 15 years of experience, including over 1,600 with an MBA from a top 10 U.S. business school and many with years of experience from Bain, BCG and McKinsey.
Getting Started is Easy

How Graphite Works

It’s easy to find and hire a top-tier financial services consultant through Graphite
01.

Scope Your Project

Tell us what you need done and work with our account managers to finalize a scope of work, budget and timeline for your project.
02.

Interview Candidates

Within hours, we will deliver curated candidates that match your need. Interview and select the best fit.
03.

Get Work Done

Seamlessly launch the project on Graphite and get amazing results. Let us handle the contracting and billing.
Ready to Find a Highly Qualified Consultant?
Get Started
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